新帅“改造”雀巢：全球范围内裁员1.2万人丨消费一线

Core Viewpoint - Nestlé is undergoing significant restructuring under new CEO Philipp Navratil, including a global workforce reduction of approximately 16,000 positions, with a focus on improving efficiency and cost savings [1][2][3] Group 1: Restructuring and Cost Savings - The company plans to cut about 12,000 white-collar jobs across all functions and regions, aiming to save 1 billion Swiss francs annually by 2027, which is double the initial target of 500 million Swiss francs [1][2] - An additional 4,000 positions will be eliminated through productivity improvements in production and supply chain [2] - The total cost-saving target for the "Growth Support" initiative has been raised from 2.5 billion Swiss francs to 3 billion Swiss francs by 2027 [2] Group 2: Financial Performance - In the first nine months of the year, Nestlé reported total sales of 65.9 billion Swiss francs, a year-on-year decline of 1.9%, with an organic growth rate of 3.3% [3] - The organic growth rate improved to 4.3% in the third quarter, up from 2.9% in the first half of the year, driven by pricing strategies in the candy and coffee segments [3] - The Asia, Oceania, and Africa region saw an organic growth rate of 2.7% in the first nine months, but excluding Greater China, the rate was 5.3% [5] Group 3: Challenges in Greater China - Greater China has been a significant drag on Nestlé's performance, with an organic growth rate of -10.4% in the third quarter, continuing a downward trend [5][6] - The company is working to reduce excess inventory in Greater China and refocus on demand creation [6] Group 4: Leadership Changes and Strategic Focus - Philipp Navratil was appointed CEO on September 1, replacing Laurent Freixe, with expectations for significant reforms [7] - The new leadership team is tasked with accelerating change and prioritizing resource allocation to high-potential opportunities [9] - Key management positions in Greater China have been reshuffled, indicating a strategic shift under the new leadership [12]